We’ve made it easier to automatically add related emails and meetings to a lead’s activity feed, giving your team a complete view all pursuit activity in one place.
Outlook / Office365 users:
Connect your Outlook account to Monograph. We’ll scan your emails and meetings and automatically add those related to active leads. More info here.Google users:
Connect your Google account to automatically add related meetings. For emails, use the Monograph Gmail add-on to quickly send lead-related emails to Monograph directly from your Gmail inbox. More info here.When we’re confident an email or meeting belongs to a specific lead, we’ll add it directly to that lead’s activity feed. When we’re not sure, we’ll send it to your Smart Inbox, where you can quickly confirm which lead it belongs to.
The result: a more complete record of your pursuit activity, with less manual data entry. Learn more here.